TIME

WEDNESDAY, OCTOBER 12, 2022

2:00 - 4:30 p.m.

Captive 101: Everything You Need to Know about Captives and Then Some

Michael Douglas - Aon

Andrew Marson - Strategic Risk Solutions (West) Inc.

TIME

THURSDAY, OCTOBER 13, 2022

8:45 - 9:10 a.m.

Welcome/Legislative Update

Jose Garza, Valero – TxCIA President

Jocelyn Dabeau - Jocelyn Dabeau Government Relations

9:10 - 9:50 a.m.

Recent Captive Tax Developments, Concerns, and Trends 

Dan Kusaila, Crowe LLP

Bruce Wright, Eversheds Sutherland

This session has been approved for continuing education credit by the International Center for Captive Insurance Education (ICCIE). Current ACI designation students and ACI recipients are eligible to receive ICCIE credit.

10:00 - 10:40 a.m.

The Economic Landscape and Your Captive’s Portfolio

Scott Mildrum, Performa

10:40 - 11:00 a.m.

Break 1

11:00 a.m. - noon

Captives: A Risk Manager Perspective (no slides)

Jo Mather, Phillips 66

Blake Whaling, Southwest Airlines

Additional panelist TBA

Moderator: Julie Patel, Marsh

This session has been approved for continuing education credit by the International Center for Captive Insurance Education (ICCIE). Current ACI designation students and ACI recipients are eligible to receive ICCIE credit.

12:00 - 1:00 p.m.

Lunch

Keynote Speaker: Major General Angela Salinas, U.S. Marine Corps (Ret), CEO of the Girl Scouts of Southwest Texas - Slides

1:10 - 1:50 p.m.

Discussion with Texas Department of Insurance (no slides)

John Carter, Texas Department of Insurance

2:00 - 2:40 p.m.

The Everchanging Captive Landscape: Transfer Pricing and Beyond

Tom Cyr, KPMG

Enrique Martin, KPMG

Michael Atkinson, KPMG

2:40 - 3:00 p.m.

Break 2

3:00 - 3:40 p.m.

How to Rate Your Captive

Sean Stack, S&P Global Ratings

3:50 - 4:30 p.m.

Captive Innovation: Using Your Captive to Its Full Potential

Wes Sierk III, Risk Strategies Co., Author of Taken Captive

4:30 - 4:40 p.m.

Closing Remarks

Jose Garza, Valero – TxCIA President